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Smallwood Wealth Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Smallwood Wealth Investment Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2K Hold
60
– – 0.01% 311
2026
Q1 		$11.5K Hold
60
– – 0.01% 317
2025
Q4 		$11.9K Sell
60
-5
-8% -$982 0.01% 298
2025
Q3 		$12.6K Hold
65
– – 0.01% 299
2025
Q2 		$11.9K Hold
65
– – 0.01% 299
2025
Q1 		$11.1K Buy
+65
New +$11.6K 0.01% 297

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Smallwood Wealth Investment Management's QUAL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 60 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #311.

Smallwood Wealth Investment Management first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Smallwood Wealth Investment Management held 60 shares of iShares MSCI USA Quality Factor ETF worth $13.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #311 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.